Maia Wealth’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Maia Wealth’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$619K	Sell	34,616 -4,284	-11%	-$77.2K	0.09%	189
2026 Q1	$690K	Sell	38,900 -2,383	-6%	-$43.4K	0.12%	182
2025 Q4	$757K	Sell	41,283 -2,791	-6%	-$51.1K	0.13%	172
2025 Q3	$810K	Sell	44,074 -2,527	-5%	-$45.6K	0.14%	165
2025 Q2	$829K	Buy	46,601 +3,257	+8%	+$56.9K	0.16%	146
2025 Q1	$743K	Buy	43,344 +2,288	+6%	+$40.6K	0.17%	136
2024 Q4	$728K	Sell	41,056 -77	-0.2%	-$1.38K	0.16%	126
2024 Q3	$740K	Buy	+41,133	New	+$730K	0.18%	112
2023 Q4	$187K	Buy	+11,077	New	+$179K	0.08%	184

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Maia Wealth's FPE Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2026, selling an estimated $77.2K and leaving 34,616 shares worth $619K. The position accounts for 0.09% of the portfolio, ranked #189.

Maia Wealth first reported a position in FPE in Q4 2023 and has held it in 9 quarters since. The position peaked at $829K in Q2 2025. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Maia Wealth held 34,616 shares of First Trust Preferred Securities and Income ETF worth $619K as of Q2 2026.
Maia Wealth sold 4,284 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $77.2K.
First Trust Preferred Securities and Income ETF made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #189 holding.
Maia Wealth first reported a position in First Trust Preferred Securities and Income ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's First Trust Preferred Securities and Income ETF position peaked at $829K in Q2 2025.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.